13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002595
Total Value
$29.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,026 | $24.2M | 81.15% |
| 2 | WINMARK CORP | WINA | 7,687 | $1.7M | 5.57% |
| 3 | TESLA INC | TSLA | 4,350 | $1.2M | 3.86% |
| 4 | APPLE INC | AAPL | 5,343 | $738,403 | 2.47% |
| 5 | CARLISLE COS INC | 142339100 | 2,217 | $621,669 | 2.08% |
| 6 | DYCOM INDS INC | 267475101 | 5,866 | $560,379 | 1.88% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,022 | $330,314 | 1.11% |
| 8 | SPDR S&P MIDCAP 400 ETF TR | MDY | 765 | $307,270 | 1.03% |
| 9 | GENERAL MLS INC | 370334104 | 3,312 | $253,732 | 0.85% |